Good Life Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Sell |
7,599
-1,985
| -21% | -$341K | 0.09% | 175 |
|
|
2025
Q1 | $1.52M | Sell |
9,584
-475
| -5% | -$67.3K | 0.11% | 156 |
|
|
2024
Q4 | $1.21M | Sell |
10,059
-2,072
| -17% | -$261K | 0.09% | 170 |
|
|
2024
Q3 | $1.47M | Buy |
12,131
+1,918
| +19% | +$223K | 0.09% | 173 |
|
|
2024
Q2 | $1.03M | Sell |
10,213
-55
| -0.5% | -$5.38K | 0.09% | 179 |
|
|
2024
Q1 | $941K | Sell |
10,268
-159
| -2% | -$14.7K | 0.08% | 171 |
|
|
2023
Q4 | $981K | Sell |
10,427
-1,386
| -12% | -$128K | 0.1% | 161 |
|
|
2023
Q3 | $1.09M | Buy |
11,813
+232
| +2% | +$22.3K | 0.13% | 139 |
|
|
2023
Q2 | $1.13M | Buy |
11,581
+248
| +2% | +$23.7K | 0.13% | 135 |
|
|
2023
Q1 | $1.1M | Sell |
11,333
-931
| -8% | -$92.8K | 0.14% | 125 |
|
|
2022
Q4 | $1.24M | Buy |
12,264
+806
| +7% | +$76.1K | 0.17% | 117 |
|
|
2022
Q3 | $951K | Buy |
11,458
+406
| +4% | +$38.7K | 0.14% | 128 |
|
|
2022
Q2 | $1.09M | Buy |
11,052
+475
| +4% | +$48.4K | 0.15% | 120 |
|
|
2022
Q1 | $994K | Buy |
10,577
+91
| +0.9% | +$9.1K | 0.12% | 130 |
|
|
2021
Q4 | $996K | Buy |
10,486
+135
| +1% | +$12.6K | 0.12% | 133 |
|
|
2021
Q3 | $981K | Buy |
10,351
+1,794
| +21% | +$180K | 0.13% | 123 |
|
|
2021
Q2 | $848K | Sell |
8,557
-360
| -4% | -$34.5K | 0.16% | 107 |
|
|
2021
Q1 | $793K | Buy |
8,917
+977
| +12% | +$83K | 0.16% | 115 |
|
|
2020
Q4 | $660K | Buy |
7,940
+288
| +4% | +$22.4K | 0.15% | 112 |
|
|
2020
Q3 | $572K | Sell |
7,652
-224
| -3% | -$17.3K | 0.16% | 116 |
|
|
2020
Q2 | $552K | Sell |
7,876
-594
| -7% | -$43.3K | 0.17% | 103 |
|
|
2020
Q1 | $615K | Sell |
8,470
-183
| -2% | -$15.1K | 0.22% | 90 |
|
|
2019
Q4 | $740K | Buy |
8,653
+73
| +0.9% | +$6.02K | 0.21% | 89 |
|
|
2019
Q3 | $649K | Sell |
8,580
-503
| -6% | -$39.9K | 0.2% | 92 |
|
|
2019
Q2 | $714K | Sell |
9,083
-242
| -3% | -$20K | 0.21% | 85 |
|
|
2019
Q1 | $824K | Sell |
9,325
-6,618
| -42% | -$533K | 0.25% | 72 |
|
|
2018
Q4 | $1.06M | Sell |
15,943
-1,056
| -6% | -$88.2K | 0.34% | 56 |
|
|
2018
Q3 | $1.39M | Sell |
16,999
-176
| -1% | -$14.4K | 0.4% | 49 |
|
|
2018
Q2 | $1.38M | Buy |
17,175
+7,393
| +76% | +$627K | 0.44% | 43 |
|
|
2018
Q1 | $956K | Sell |
9,782
-42
| -0.4% | -$4.37K | 0.32% | 51 |
|
|
2017
Q4 | $1.02M | Buy |
9,824
+112
| +1% | +$11.9K | 0.32% | 57 |
|
|
2017
Q3 | $1.1M | Sell |
9,712
-36
| -0.4% | -$4.19K | 0.42% | 45 |
|
|
2017
Q2 | $1.15M | Sell |
9,748
-1,608
| -14% | -$186K | 0.5% | 41 |
|
|
2017
Q1 | $1.28M | Buy |
11,356
+824
| +8% | +$85K | 0.61% | 36 |
|
|
2016
Q4 | $951K | Buy |
+10,532
| New | +$976K | 0.55% | 35 |
|
Other funds holding PM
Good Life Advisors's PM Position: Q2 2025 in Review
Good Life Advisors reduced its Philip Morris (PM) stake by 21% in Q2 2025, selling an estimated $341K and leaving 7,599 shares worth $1.38M. The position accounts for 0.09% of the portfolio, ranked #175.
Good Life Advisors first reported a position in PM in Q4 2016 and has held it in 35 quarters since. The position peaked at $1.52M in Q1 2025. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.
- Good Life Advisors held 7,599 shares of Philip Morris worth $1.38M as of Q2 2025.
- Good Life Advisors sold 1,985 Philip Morris shares in Q2 2025, an estimated $341K.
- Philip Morris made up 0.09% of Good Life Advisors's portfolio in Q2 2025, its #175 holding.
- Good Life Advisors first reported a position in Philip Morris in Q4 2016 and has held it in 35 quarters since.
- Good Life Advisors's Philip Morris position peaked at $1.52M in Q1 2025.
- 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.
Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.